Are you confident your personal or business finances are on track to meet your goals? Have you taken the time to set goals or develop a plan to achieve them? We can help.

Rooted in success since 1948, TWRU CPAs & Financial Advisors have been offering solid financial advice and guidance to individuals and businesses for over seventy years. Today, we provide select clientele independent, professional financial planning and investment advisory services, along with traditional accounting and other reporting services.

Personal Year-End Tax Strategies

It’s that time of year where we should think about preparing an estimate of your current year tax liability and see if there is some way we can reduce that liability. There are several things to consider when doing year-end tax planning: taking advantage of expiring tax provisions, deferring income into the following year or accelerating income into the current year, and accelerating expenses into the current year or deferring them into the following year. The proper strategy depends on whether or not you anticipate a significant change in income...

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TWRU Names a New Partner

TWRU announces the addition of its newest partner.  Linda Gibson has accepted the position after sixteen years with the firm.  She received her B.S. in accounting from Louisiana State University in 1996 and went to work for TWRU in the following year. Since 1997.  She is a member of both the American Institute of Certified Public Accountants, as well as the Society of Louisiana Certified Public Accountants.  She is currently a sustainer for Junior League of Baton Rouge and served as the organization’s Hollydays Chairman in 2007. In 2008, she...

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TWRU Improves Technology to Protect Clients Information

TWRU CPAs and Financial Advisors recently took steps to further the security of their clients information by upgrading their servers and implemented a Virtual Desktop experience for two thirds of their work force.  The system was designed to increase security of our clients information and allow a seamless desktop transition for our workforce.  Client information remains on secured servers at all times with access requiring an encrypted desktop client.  So far the implementation has gone extremely smooth.  One of the concerns had been the speed at which the users would...

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